Summary
Overview
Work History
Education
Skills
Timeline
Additional Information
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Alexis Clingerman

Waddell,AZ

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

25
25
years of professional experience

Work History

SENIOR MORTGAGE LOAN PROCESSOR

Caliber Home Loans, LLC
09.2019 - 11.2023
  • Responsible for reviewing and verifying loan applications to ensure accuracy and compliance with all applicable laws and regulations
  • Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments
  • Assisted Loan Officers in processing loan applications and gathering necessary documents for underwriting
  • Monitored daily pipeline reports to ensure that loans were processed in a timely manner
  • Verified accuracy of information on loan applications including income, employment, assets, debts and credit scores
  • Analyzed credit reports for potential underwriting issues or discrepancies
  • Provided excellent customer service by responding to inquiries from customers regarding loan status or other related questions
  • Processed mortgage loan applications accurately and successfully for over 12 years.

SENIOR MORTGAGE LOAN PROCESSOR

Wells Fargo Home Mortgage
03.2012 - 09.2019
  • Maintained a high level of customer service while responding promptly to inquiries from customers, lenders, brokers and other departments
  • Acted as point of contact by keeping customer and referral sources informed throughout process
  • Coordinated efforts between lenders, brokers and attorneys during the closing process
  • Ordered property insurance or mortgage insurance policies to protect against loss on mortgaged property
  • Utilized excellent communication skills when explaining complex financial terms and conditions to customers
  • Conducted interviews with customers to obtain detailed information
  • Processed mortgage loan applications accurately and successfully for over 12 years.

District Operations Manager, Asst. Vice President

Wells Fargo Bank, N.A.,
06.2007 - 06.2010
  • Traveled to over 21 locations per week to manage each store and perform reviews of individual managers and employees.
  • Developed processes to save on costs and prevent losses.
  • Enhanced regional branch performance by implementing proven management processes to increase revenue.
  • Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
  • Led weekly meetings with regional staff to review progress, address challenges and drive timely task completion.
  • Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reported issues to higher management with great detail.
  • Assisted in recruiting, hiring and training of team members.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.

BRANCH OPERATIONS MANAGER

Wells Fargo Bank, N.A.
03.2004 - 06.2007
  • Managed daily operations of a banking finance department, including staff supervision and development, budgeting, and customer service
  • Created training materials for new staff members on banking finance processes
  • Conducted regular performance reviews for team members to assess progress towards goals
  • Maintained compliance with all applicable laws and regulations related to banking activities
  • Monitored cash flow levels on a daily basis to ensure sufficient funds are available for daily operations
  • Performed regular audits of branch operations, identified areas for improvement and took corrective action as needed
  • Established internal controls to ensure accuracy of financial records
  • Performed monthly compliance checks.
  • Trained employees on proper procedures and strategies to improve productivity.
  • Maintained friendly and professional customer interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

FINANCIAL OPERATIONS OFFICER, Asst. Vice President

Union Bank of California
09.1998 - 03.2004
  • Profiled customers to identify banking needs, referring to appropriate banking personnel and products
  • Developed strong customer relationships by providing exceptional service
  • Evaluated creditworthiness of applicants based on financial history information
  • Analyzed customer financial needs and provided appropriate banking solutions
  • Trained new staff members on banking procedures and policies
  • Communicated with customers about account balances and other matters relating to outstanding loans or deposits
  • Organized data entry tasks related to new accounts and account changes
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Increased company growth through collaboration with sales and marketing departments.
  • Developed strategic plans for day-to-day financial operations.

Education

HIGH SCHOOL DIPLOMA -

Dana Hills High School
06-1998

Skills

    • Operations management

    • Employee relations

    • Staff management

    • Performance evaluations

    • Risk management

    • Documentation review

    • Credit evaluation

    • Collaboration and teamwork

    • Regulatory compliance

    • Pipeline management

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Timeline

SENIOR MORTGAGE LOAN PROCESSOR

Caliber Home Loans, LLC
09.2019 - 11.2023

SENIOR MORTGAGE LOAN PROCESSOR

Wells Fargo Home Mortgage
03.2012 - 09.2019

District Operations Manager, Asst. Vice President

Wells Fargo Bank, N.A.,
06.2007 - 06.2010

BRANCH OPERATIONS MANAGER

Wells Fargo Bank, N.A.
03.2004 - 06.2007

FINANCIAL OPERATIONS OFFICER, Asst. Vice President

Union Bank of California
09.1998 - 03.2004

HIGH SCHOOL DIPLOMA -

Dana Hills High School

Additional Information

Awards:

* Top Producer for loans closed 

* Sales and Service Award of District Operations Manager

* Service Award for Branch Operations Manager 

* Operations Award for all 21 bank branches passing with 100% audit score 


Certifications:

* Train the Trainer

* Sales and Service Certification 

* Strength Finders Certification 

* Certified Notary Public 


Misc: 

*  Ability to accommodate all time zones for telecommuting purposes, if needed

*  References available request 

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